For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, ...
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Micron bulls are getting even more optimistic about memory trends as earnings draw closer
With Micron Technology’s earnings on the horizon, analysts are feeling even more bullish about the company. TD Cowen analyst Krish Sankar raised his price target on the stock to $1,500 from $660 in a ...
GF sees on-chip memory a niche AI inference trend; neutral on Cerebras but bullish on EDA, foundries
GF Securities (Hong Kong) sees on-chip memory as a niche AI inference trend but takes a neutral stance towards AI chipmaker Cerebras (CBRS). However, the firm believes that the trend will benefit ...
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